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How to handle cash with Money Dashboard

Money Dashboard makes tracking your digital payments a breeze. However, we’re not a completely cashless society yet! If you take cash out at an ATM, use the ‘split transaction’ function to manually keep track of your cash spending on the go.

For example, you take out £30 at the cash machine.

You give your friend £10 that you owe them for drinks last night, so go to “split transaction” & split the £30 by updating the description, tag & value of "transaction 2". In this case £10 & tagged is as “going out” & described as "drinks with Julie".

The new transactions will now appear separately in your transaction list.

A couple of days later you use the change in your pocket to pay at the supermarket.

Find the original cash transaction (which will now be showing a balance of £20) and ‘split’ it again with the amount you spent (e.g. £5.50) tag that as ‘groceries’.

The original “cash” transaction will now be at £14.50 (which should be the amount of change still in your pocket

Choose cash transaction & "split transaction"

Enter cash transaction description, tag & amount

New transaction appears in transaction list

Find original cash transaction & choose to 'split'

Enter cash transaction description, tag & amount

New transaction will appear in your transaction list

NOTES: 19/02/2019

- Split transaction not currently available on mobile

- New transactions date is not editable, so cash spend will appear linked to the day you made the ATM withdrawal (& when the money left your account) rather than the day on which you spent the cash.